Boston Common Asset Management, Llc
- Regulatory AUM
- $4.2B
- Discretionary
- $4.2B
- Clients
- 343
- Avg AUM / client
- $12.2M
- Accounts
- 343
- Employees
- 39
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 245 | $635M | 15.2% |
| Investment companies | 5 | $1.0B | 24.5% |
| Pooled investment vehicles (non-investment companies) | 8 | $1.5B | 36.6% |
| Pension and profit sharing plans | 6 | $92.7M | 2.22% |
| Charitable organizations | 73 | $598M | 14.3% |
| State or municipal government entities | 2 | $286M | 6.85% |
| Insurance companies | 1 | $8.9M | 0.21% |
| Corporations and other businesses | 3 | $4.5M | 0.11% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Boston Common International Catholic Sri Fund Llc | Other Private Fund | Delaware | $507M | 60 |
| Boston Common International Social Fund, Llc | Other Private Fund | Delaware | $330M | 53 |
| Boston Common International Sustainable Climate Fund, Llc | Other Private Fund | Delaware | $187M | 61 |
| Boston Common Sustainable Emerging Markets Fund, Llc | Other Private Fund | Delaware | $41.7M | 21 |
| Boston Common Catholic Emerging Markets Funds Llc | Other Private Fund | Delaware | $30.7M | 7 |
| Boston Common Global Impact Fund Llc | Other Private Fund | Delaware | $13.7M | 1 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Friends Fiduciary Corporation EIN 231968136 | Philadelphia, PA | 12/31/2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geeta Bhide Aiyer | Member | CFA | Sep 2002 (24y) | 10% – 25% |
| Abichandani, Praveen | Member | Apr 2009 (17y) | 5% – 10% | |
| Compere, Lauren, Marie | Member | Apr 2009 (17y) | 5% – 10% | |
| Spady, Nancy, Grossman | Member | Apr 2009 (17y) | 5% – 10% | |
| Zalosh, Matthew, Adam | Member | Apr 2009 (17y) | 10% – 25% | |
| Eisnor, Kristina, Ingrid | Chief Compliance Officer | Jan 2013 (14y) | Less than 5% | |
| Biemans, Corne | Member | Oct 2016 (10y) | 5% – 10% | |
| Mcdonald, Allyson, Morgan | Member | Jan 2020 (7y) | 5% – 10% | |
| Su, Liz | Portfolio Manager | Mar 2023 (3y) | 5% – 10% | |
| Andrew William Thompson | Registered representative | CFP | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bc Acquisition, Llc. | Member | Feb 2021 | A | 10% – 25% |
| Affiliated Managers Group, Inc. | Member | Dec 2020 | B | ≈ 7.5% – 25% via Bc Acquisition, Llc. |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Affiliated Managers Group, Inc.: 75% – 100% of Bc Acquisition, Llc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Boston Common International Catholic Sri Fund Llc | Other Private Fund | $507M | $2.0M | 60 |
| Boston Common International Social Fund, Llc | Other Private Fund | $330M | $2.0M | 53 |
| Boston Common International Sustainable Climate Fund, Llc | Other Private Fund | $187M | $1.0M | 61 |
| Boston Common Sustainable Emerging Markets Fund, Llc | Other Private Fund | $41.7M | $1.0M | 21 |
| Boston Common Catholic Emerging Markets Funds Llc | Other Private Fund | $30.7M | $1.0M | 7 |
| Boston Common Global Impact Fund Llc | Other Private Fund | $13.7M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Friends Fiduciary Corporation | Public charity | $743M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 2.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- U.S. Bank $402M (10% of AUM) Jul 2026
- Charles Schwab & Co. $327M (8% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗